{"id":422707,"date":"2026-01-23T21:32:07","date_gmt":"2026-01-23T20:32:07","guid":{"rendered":"https:\/\/climatescience.press\/?p=422707"},"modified":"2026-01-23T21:32:10","modified_gmt":"2026-01-23T20:32:10","slug":"china-will-remain-the-worlds-dominant-critical-mineral-processing-supplier-through-2030","status":"publish","type":"post","link":"https:\/\/climatescience.press\/?p=422707","title":{"rendered":"China Will Remain the World\u2019s Dominant Critical Mineral Processing Supplier Through 2030"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"723\" height=\"456\" data-attachment-id=\"422721\" data-permalink=\"https:\/\/climatescience.press\/?attachment_id=422721\" data-orig-file=\"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/01\/AQOTW5pM4KWp4fSh3J4ptU2IN0zMfhryxmLpwD_ZcLI1x54XGFWR6O732OWGF2pJ_NLne9RUfJSXYwz27BrIIdT3pKWQJReJSWfoRl1gFFUtAww-MIqM88jycf2-lVgK.jpeg?fit=1521%2C959&amp;ssl=1\" data-orig-size=\"1521,959\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"AQOTW5pM4KWp4fSh3J4ptU2IN0zMfhryxmLpwD_ZcLI1x54XGFWR6O732OWGF2pJ_NLne9RUfJSXYwz27BrIIdT3pKWQJReJSWfoRl1gFFUtAww-MIqM88jycf2-lVgK\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/01\/AQOTW5pM4KWp4fSh3J4ptU2IN0zMfhryxmLpwD_ZcLI1x54XGFWR6O732OWGF2pJ_NLne9RUfJSXYwz27BrIIdT3pKWQJReJSWfoRl1gFFUtAww-MIqM88jycf2-lVgK.jpeg?fit=723%2C456&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/01\/AQOTW5pM4KWp4fSh3J4ptU2IN0zMfhryxmLpwD_ZcLI1x54XGFWR6O732OWGF2pJ_NLne9RUfJSXYwz27BrIIdT3pKWQJReJSWfoRl1gFFUtAww-MIqM88jycf2-lVgK.jpeg?resize=723%2C456&#038;ssl=1\" alt=\"Various piles of different types of minerals and metals, including orange, gray, black, and silver rocks, arranged artistically on a reflective surface.\" class=\"wp-image-422721\" srcset=\"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/01\/AQOTW5pM4KWp4fSh3J4ptU2IN0zMfhryxmLpwD_ZcLI1x54XGFWR6O732OWGF2pJ_NLne9RUfJSXYwz27BrIIdT3pKWQJReJSWfoRl1gFFUtAww-MIqM88jycf2-lVgK.jpeg?resize=1024%2C646&amp;ssl=1 1024w, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/01\/AQOTW5pM4KWp4fSh3J4ptU2IN0zMfhryxmLpwD_ZcLI1x54XGFWR6O732OWGF2pJ_NLne9RUfJSXYwz27BrIIdT3pKWQJReJSWfoRl1gFFUtAww-MIqM88jycf2-lVgK.jpeg?resize=300%2C189&amp;ssl=1 300w, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/01\/AQOTW5pM4KWp4fSh3J4ptU2IN0zMfhryxmLpwD_ZcLI1x54XGFWR6O732OWGF2pJ_NLne9RUfJSXYwz27BrIIdT3pKWQJReJSWfoRl1gFFUtAww-MIqM88jycf2-lVgK.jpeg?resize=768%2C484&amp;ssl=1 768w, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/01\/AQOTW5pM4KWp4fSh3J4ptU2IN0zMfhryxmLpwD_ZcLI1x54XGFWR6O732OWGF2pJ_NLne9RUfJSXYwz27BrIIdT3pKWQJReJSWfoRl1gFFUtAww-MIqM88jycf2-lVgK.jpeg?resize=640%2C404&amp;ssl=1 640w, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/01\/AQOTW5pM4KWp4fSh3J4ptU2IN0zMfhryxmLpwD_ZcLI1x54XGFWR6O732OWGF2pJ_NLne9RUfJSXYwz27BrIIdT3pKWQJReJSWfoRl1gFFUtAww-MIqM88jycf2-lVgK.jpeg?resize=1200%2C757&amp;ssl=1 1200w, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/01\/AQOTW5pM4KWp4fSh3J4ptU2IN0zMfhryxmLpwD_ZcLI1x54XGFWR6O732OWGF2pJ_NLne9RUfJSXYwz27BrIIdT3pKWQJReJSWfoRl1gFFUtAww-MIqM88jycf2-lVgK.jpeg?w=1521&amp;ssl=1 1521w, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/01\/AQOTW5pM4KWp4fSh3J4ptU2IN0zMfhryxmLpwD_ZcLI1x54XGFWR6O732OWGF2pJ_NLne9RUfJSXYwz27BrIIdT3pKWQJReJSWfoRl1gFFUtAww-MIqM88jycf2-lVgK.jpeg?w=1446&amp;ssl=1 1446w\" sizes=\"auto, (max-width: 723px) 100vw, 723px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\">From The <a href=\"https:\/\/www.instituteforenergyresearch.org\/international-issues\/china-will-remain-the-worlds-dominant-critical-mineral-processing-supplier-through-2030\/\">Institute for Energy Research<\/a><\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\">By <a href=\"https:\/\/www.instituteforenergyresearch.org\/about\/ier-site-manager\/articles\">IER<\/a><\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\">China remains the dominant refined mineral supplier, both in terms of country of origin and overseas Chinese corporate-owned supply, as China has spent decades developing the industry.<\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\">According to the\u00a0<em>Epoch Times<\/em>, China controls\u00a0<a href=\"https:\/\/www.thethinkingconservative.com\/how-chinas-rare-earth-stranglehold-is-unleashing-american-innovation\/\">about 90% of global capacity<\/a>\u00a0for the processing, smelting, and separation of these materials, as well as for the manufacturing of magnetic materials. <\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\">While the United States, Australia, Brazil, India, and parts of Africa are establishing new\u00a0mines, most of their concentrates still have to be shipped to Chinese refineries, where the country processes them with cheap coal power and lax environmental and other standards.<\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\">China\u2019s dominance with regard to refined critical mineral supply is expected to continue through the end of the decade. It is expected to have a market share of\u00a0<a href=\"https:\/\/source.benchmarkminerals.com\/article\/visualising-critical-mineral-refining-by-2030\">over 80% in both rare earths and synthetic graphite<\/a>. <\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\">Despite the Trump Administration\u2019s focus on onshoring critical mineral refining and processing, the United States is expected to gain only relatively small market shares in the natural and synthetic graphite and rare earth markets. Canada and Finland will each account for 6% of the refined cobalt production.<\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\">The\u00a0<a href=\"https:\/\/www.thethinkingconservative.com\/how-chinas-rare-earth-stranglehold-is-unleashing-american-innovation\/\"><em>Epoch Times<\/em><\/a>\u00a0explains that China knows it has the leverage and has used it recently during a trade war with the United States by restricting\u00a0exports\u00a0of rare earths, germanium, and other critical materials in 2025. <\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\">In 2010, China cut off rare earth exports to Japan for about two months during a territorial dispute.\u00a0<a href=\"https:\/\/www.msn.com\/en-us\/money\/other\/china-deprives-japan-of-rare-earths-supply-escalating-dispute\/ar-AA1TOtlW?ocid=BingNewsSerp\">China has again restricted exports of rare earths<\/a>\u00a0and rare-earth magnets to Japan to punish it for Prime Minister Sanae Takaichi\u2019s remarks late last year suggesting the country could become involved in a conflict over Taiwan. <\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\">China\u2019s new rules for 2026 are restricting exports of tungsten and\u00a0<a href=\"https:\/\/www.cnbc.com\/2024\/08\/21\/chinas-antimony-export-controls-rattle-the-tungsten-industry.html\">antimony<\/a>, widely used in defense and advanced technologies. It is also limiting the export of silver in the same way it has restricted rare earths, as noted below.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"682\" height=\"827\" data-attachment-id=\"422710\" data-permalink=\"https:\/\/climatescience.press\/?attachment_id=422710\" data-orig-file=\"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/01\/image-407.png?fit=682%2C827&amp;ssl=1\" data-orig-size=\"682,827\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"image\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/01\/image-407.png?fit=682%2C827&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/01\/image-407.png?resize=682%2C827&#038;ssl=1\" alt=\"Infographic depicting the projected refining percentages of critical minerals by 2030, highlighting contributions by various countries, with a focus on China's dominance in several categories.\" class=\"wp-image-422710\" srcset=\"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/01\/image-407.png?w=682&amp;ssl=1 682w, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/01\/image-407.png?resize=247%2C300&amp;ssl=1 247w, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/01\/image-407.png?resize=640%2C776&amp;ssl=1 640w\" sizes=\"auto, (max-width: 682px) 100vw, 682px\" \/><figcaption class=\"wp-element-caption\">Source:\u00a0<a href=\"https:\/\/source.benchmarkminerals.com\/article\/visualising-critical-mineral-refining-by-2030\">Benchmark<\/a><\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><strong>Copper<\/strong><\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\">Via\u00a0<a href=\"https:\/\/www.semafor.com\/article\/01\/08\/2026\/the-copper-boom-is-just-getting-started\"><em>Semafor<\/em><\/a>, although China dominates refined copper processing, global output is expected to become increasingly diversified, with about 55% of refined production forecast to come from outside China by 2030. <\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\">Copper underpins modern economies, used in everything from consumer electronics and household appliances to electric vehicle batteries, artificial intelligence data centers, military drones, and construction and wiring. <\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\">Supply is tightening as new mines are slow and costly to develop, while existing operations face rising costs as ore grades deteriorate. <\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\">The market is already undersupplied, a problem compounded in 2025 when several of the world\u2019s largest mines were temporarily shut by mudslides, earthquakes, and tunnel collapses. <\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\">Analysts warn the supply gap could widen to as much as 10 million metric tons \u2014 roughly a quarter of projected demand \u2014 by 2040, keeping prices elevated. To ease shortages, governments will need to accelerate mine development, expand recycling, and broker new trade arrangements between producers, processors, and end users; the Trump administration has moved to encourage more U.S. mining, but results will take years to materialize.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"579\" height=\"566\" data-attachment-id=\"422713\" data-permalink=\"https:\/\/climatescience.press\/?attachment_id=422713\" data-orig-file=\"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/01\/image-409.png?fit=579%2C566&amp;ssl=1\" data-orig-size=\"579,566\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"image\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/01\/image-409.png?fit=579%2C566&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/01\/image-409.png?resize=579%2C566&#038;ssl=1\" alt=\"Bar chart illustrating projected copper demand by sector from 2025 to 2040, with segments for Defense, Data centers, Energy transition, and Traditional uses, measured in millions of metric tons.\" class=\"wp-image-422713\" srcset=\"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/01\/image-409.png?w=579&amp;ssl=1 579w, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/01\/image-409.png?resize=300%2C293&amp;ssl=1 300w, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/01\/image-409.png?resize=60%2C60&amp;ssl=1 60w\" sizes=\"auto, (max-width: 579px) 100vw, 579px\" \/><figcaption class=\"wp-element-caption\">Source:\u00a0<a href=\"https:\/\/www.semafor.com\/article\/01\/08\/2026\/the-copper-boom-is-just-getting-started\">Semafor<\/a><\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><strong>Nickel<\/strong><\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\">Indonesia is expected to remain the world\u2019s dominant nickel refiner, accounting for\u00a0<a href=\"https:\/\/source.benchmarkminerals.com\/article\/visualising-critical-mineral-refining-by-2030\">71% of global refined nickel production<\/a>, but around 80% of Indonesian refined nickel production is currently owned by Chinese companies. Similarly, Chinese companies have invested heavily in upstream cobalt assets in the Democratic Republic of Congo.<\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><strong>Rare Earths<\/strong><\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\">China holds nearly half of the world\u2019s reserves, followed by Brazil. As reported by&nbsp;<a href=\"https:\/\/oilprice.com\/Energy\/Energy-General\/Where-are-The-Worlds-Rare-Earth-Minerals-Located.html\"><em>OilPrice<\/em><\/a>, China has 44 million metric tons, about 48% of the world\u2019s total of 91.9 million metric tons. Brazil has 21 million metric tons (23%), with large ionic clay and hard-rock deposits that have just begun development. Together, the top six countries account for roughly four-fifths of known reserves. (See graph below.)<\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><a href=\"https:\/\/oilprice.com\/Energy\/Energy-General\/Where-are-The-Worlds-Rare-Earth-Minerals-Located.html\"><em>OilPrice<\/em><\/a>&nbsp;explains that the United States has just 1.9 million metric tons of rare earth reserves (2%), underscoring its reliance on trade and midstream processing to secure supply. In recent months, the Trump administration has sought to reduce U.S. dependence on Chinese materials by funding domestic mining projects, streamlining permits, and partnering with allies to diversify supply chains. In October, President Trump and President Xi Jinping agreed to reduce tariffs in exchange for China maintaining the flow of rare earth exports.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"723\" height=\"885\" data-attachment-id=\"422714\" data-permalink=\"https:\/\/climatescience.press\/?attachment_id=422714\" data-orig-file=\"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/01\/image-410.png?fit=1092%2C1336&amp;ssl=1\" data-orig-size=\"1092,1336\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"image\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/01\/image-410.png?fit=723%2C885&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/01\/image-410.png?resize=723%2C885&#038;ssl=1\" alt=\"Infographic showing the distribution of rare earth minerals worldwide as of January 2025, highlighting China as the largest producer with 44 million metric tons, followed by Brazil, Australia, and India. The illustration includes a pie chart format with specific values labeled for each country.\" class=\"wp-image-422714\" srcset=\"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/01\/image-410.png?resize=837%2C1024&amp;ssl=1 837w, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/01\/image-410.png?resize=245%2C300&amp;ssl=1 245w, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/01\/image-410.png?resize=768%2C940&amp;ssl=1 768w, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/01\/image-410.png?resize=640%2C783&amp;ssl=1 640w, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/01\/image-410.png?w=1092&amp;ssl=1 1092w\" sizes=\"auto, (max-width: 723px) 100vw, 723px\" \/><figcaption class=\"wp-element-caption\">Source:\u00a0<a href=\"https:\/\/www.visualcapitalist.com\/visualizing-the-worlds-rare-earth-reserves\/\">Visual Capitalist<\/a><\/figcaption><\/figure>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><strong>Silver<\/strong><\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\">China, a\u00a0<a href=\"https:\/\/www.morningstar.com\/news\/marketwatch\/2026010376\/china-is-using-silver-as-an-economic-weapon-what-that-means-for-investors-and-prices?campaign_id=4&amp;emc=edit_dk_20260105&amp;instance_id=168820&amp;nl=dealbook&amp;regi_id=231381209&amp;segment_id=213127&amp;user_id=9de9c5a870525631023a8b8438dd8533\">top supplier of refined silver<\/a>, began to enforce\u00a0<a href=\"https:\/\/www.cnbc.com\/2025\/12\/31\/china-silver-export-controls-2026-us-economy-prices-rare-earths-critical-minerals-xag-metals.html?campaign_id=4&amp;emc=edit_dk_20260105&amp;instance_id=168820&amp;nl=dealbook&amp;regi_id=231381209&amp;segment_id=213127&amp;user_id=9de9c5a870525631023a8b8438dd8533\">new export limits<\/a>\u00a0on the metal to ensure ample supplies for Chinese companies. Silver is used in manufacturing, especially by the automotive, aerospace, and defense sectors. Silver was\u00a0<a href=\"https:\/\/www.cnbc.com\/2025\/12\/31\/china-silver-export-controls-2026-us-economy-prices-rare-earths-critical-minerals-xag-metals.html?campaign_id=4&amp;emc=edit_dk_20260105&amp;instance_id=168820&amp;nl=dealbook&amp;regi_id=231381209&amp;segment_id=213127&amp;user_id=9de9c5a870525631023a8b8438dd8533\">recently added<\/a>\u00a0to the U.S. critical mineral list and may face new supply constraints due to these export restrictions that took effect in January.<\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\">According to the\u00a0<a href=\"https:\/\/www.americanactionforum.org\/shipment\/2025-wrapped-the-year-in-trade\/\"><em>American Action Forum<\/em><\/a>, \u201cChinese silver producers and distributors had to\u00a0apply\u00a0for permission to export in October based on export performance between 2022 and 2024. For new applicants, the domestic production threshold to receive approval was 80 tons, which effectively puts large, state-owned enterprises at the forefront of China\u2019s silver exports. <\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\">Out of 50 applications, six were rejected, which will further concentrate the market and\u00a0<a href=\"https:\/\/www.scottsdalemint.com\/articles\/2025\/metal-wars-china-tightens-its-grip-on-silver\/\">raise<\/a>\u00a0global price-risk premiums as companies look to de-risk supply chains.\u201d China was one of\u00a0<a href=\"https:\/\/pubs.usgs.gov\/periodicals\/mcs2025\/mcs2025-silver.pdf\">the world\u2019s largest producers of silver in 2024<\/a>, and has the fourth largest reserves.<\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><strong>Analysis<\/strong><\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\">China dominates the processing of critical minerals and shows no sign of relinquishing this control anytime soon. <\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\">The Trump administration is attempting to combat this control through trade policy, announcing via\u00a0<a href=\"https:\/\/www.whitehouse.gov\/presidential-actions\/2026\/01\/adjusting-imports-of-processed-critical-minerals-and-their-derivative-products-into-the-united-states\/\">executive order<\/a>\u00a0\u201cthat it is necessary and appropriate to enter into negotiations with trading partners to adjust the imports of [processed critical minerals and their derivative products] so that such imports will not threaten to impair the national security of the United States.\u201d <\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\">Unfortunately, the Trump administration\u2019s conclusion ignores the fact that permitting and regulatory issues are the main cause of the U.S.\u2019s lackluster mineral processing industry. A lack of mineral processing facilities is a downstream effect of the fact that it takes\u00a0<a href=\"https:\/\/www.fastcompany.com\/91158659\/america-needs-to-streamline-mine-development-timeline\">29 years<\/a>\u00a0to open a mine in the U.S.<\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><strong>For inquiries, please contact&nbsp;<\/strong><a href=\"mailto:wrampe@ierdc.org\"><strong>wrampe@ierdc.org<\/strong><\/a><strong>.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>According to the\u00a0Epoch Times, China controls\u00a0about 90% of global capacity\u00a0for the processing, smelting, and separation of these materials, as well as for the manufacturing of magnetic materials. While the United States, Australia, Brazil, India, and parts of Africa are establishing new\u00a0mines, most of their concentrates still have to be shipped to Chinese refineries, where the country processes them with cheap coal power and lax environmental and other standards.<\/p>\n","protected":false},"author":121246920,"featured_media":422721,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"","advanced_seo_description":"Explore how China maintains its dominance in critical mineral supply and processing through 2030, impacting global markets and trade policies.","jetpack_seo_html_title":"China's Unmatched Control of Critical Mineral Processing","jetpack_seo_noindex":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":true,"token":"eyJpbWciOiJodHRwczpcL1wvY2xpbWF0ZS1zY2llbmNlLnByZXNzXC93cC1jb250ZW50XC91cGxvYWRzXC8yMDI2XC8wMVwvQVFPVFc1cE00S1dwNGZTaDNKNHB0VTJJTjB6TWZocnl4bUxwd0RfWmNMSTF4NTRYR0ZXUjZPNzMyT1dHRjJwSl9OTG5lOVJVZkpTWFl3ejI3QnJJSWRUM3BLV1FKUmVKU1dmb1JsMWdGRlV0QXd3LU1JcU04OGp5Y2YyLWxWZ0stMTAyNHg2NDYuanBlZyIsInR4dCI6IkNoaW5hIFdpbGwgUmVtYWluIHRoZSBXb3JsZFx1MjAxOXMgRG9taW5hbnQgQ3JpdGljYWwgTWluZXJhbCBQcm9jZXNzaW5nIFN1cHBsaWVyIFRocm91Z2ggMjAzMCIsInRlbXBsYXRlIjoiaGlnaHdheSIsImZvbnQiOiIiLCJibG9nX2lkIjoxNTU4MTI0NDl9.Gjwv1KCmJdobN-QORzfuGGzv-QmB1A3MB2yM4iDAJNgMQ"},"version":2},"jetpack_post_was_ever_published":false},"categories":[1],"tags":[691818341,691818263,691818931,691818264,691819487,691840465,691831504],"class_list":["post-422707","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","tag-china","tag-copper","tag-critical-minerals","tag-nickel","tag-rare-earths","tag-silver","tag-trump-administration","fallback-thumbnail"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/01\/AQOTW5pM4KWp4fSh3J4ptU2IN0zMfhryxmLpwD_ZcLI1x54XGFWR6O732OWGF2pJ_NLne9RUfJSXYwz27BrIIdT3pKWQJReJSWfoRl1gFFUtAww-MIqM88jycf2-lVgK.jpeg?fit=1521%2C959&ssl=1","jetpack_likes_enabled":true,"jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/paxLW1-1LXR","jetpack-related-posts":[{"id":438555,"url":"https:\/\/climatescience.press\/?p=438555","url_meta":{"origin":422707,"position":0},"title":"How China Dominates the World\u2019s Critical Minerals Production","author":"uwe.roland.gross","date":"04\/10\/2026","format":false,"excerpt":"Critical minerals are mined all over the world, but the majority of the supply ends up passing through China. For a broad range of key metals and minerals, China is either the largest miner, the dominant refiner, or both. This is true for rare earths, lithium, cobalt, graphite, nickel, and\u2026","rel":"","context":"In \"China\"","block_context":{"text":"China","link":"https:\/\/climatescience.press\/?tag=china"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/04\/AQMQo_xoJbT8C8dGFE2w8YBc0Qi71B42cUDYiZmAsiakbidCDOwSch2JDTVGnDgX-jdjIMqgVMJ1Q6QeL3CfAdi5BJixp8X8o_4bQjetqkYfUbCoTZgnZMIPG8ilZi7a.jpeg?fit=1178%2C780&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/04\/AQMQo_xoJbT8C8dGFE2w8YBc0Qi71B42cUDYiZmAsiakbidCDOwSch2JDTVGnDgX-jdjIMqgVMJ1Q6QeL3CfAdi5BJixp8X8o_4bQjetqkYfUbCoTZgnZMIPG8ilZi7a.jpeg?fit=1178%2C780&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/04\/AQMQo_xoJbT8C8dGFE2w8YBc0Qi71B42cUDYiZmAsiakbidCDOwSch2JDTVGnDgX-jdjIMqgVMJ1Q6QeL3CfAdi5BJixp8X8o_4bQjetqkYfUbCoTZgnZMIPG8ilZi7a.jpeg?fit=1178%2C780&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/04\/AQMQo_xoJbT8C8dGFE2w8YBc0Qi71B42cUDYiZmAsiakbidCDOwSch2JDTVGnDgX-jdjIMqgVMJ1Q6QeL3CfAdi5BJixp8X8o_4bQjetqkYfUbCoTZgnZMIPG8ilZi7a.jpeg?fit=1178%2C780&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2026\/04\/AQMQo_xoJbT8C8dGFE2w8YBc0Qi71B42cUDYiZmAsiakbidCDOwSch2JDTVGnDgX-jdjIMqgVMJ1Q6QeL3CfAdi5BJixp8X8o_4bQjetqkYfUbCoTZgnZMIPG8ilZi7a.jpeg?fit=1178%2C780&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":237777,"url":"https:\/\/climatescience.press\/?p=237777","url_meta":{"origin":422707,"position":1},"title":"Will Biden take the final step and stop blocking U.S. mining for battery materials?","author":"uwe.roland.gross","date":"01\/04\/2023","format":false,"excerpt":"The U.S. depends on China for more than half of the minerals and metals deemed critically important for our nation's economic health and military readiness.\u00a0 While China has made mineral production and processing a strategic priority, the U.S. has done the reverse.","rel":"","context":"Similar post","block_context":{"text":"Similar post","link":""},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2023\/01\/image-138.png?fit=1200%2C655&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2023\/01\/image-138.png?fit=1200%2C655&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2023\/01\/image-138.png?fit=1200%2C655&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2023\/01\/image-138.png?fit=1200%2C655&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2023\/01\/image-138.png?fit=1200%2C655&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":284659,"url":"https:\/\/climatescience.press\/?p=284659","url_meta":{"origin":422707,"position":2},"title":"China Restricts Exports of Graphite, Key Mineral Used for Making EV\u00a0Batteries","author":"uwe.roland.gross","date":"10\/23\/2023","format":false,"excerpt":"Rough piece of carbon rock mineral in the form of graphite, an allotrope of carbon, known for its use in pencils Graphite is a critical component in the production process of lithium-ion batteries used in EVs. China is the world's biggest producer of graphite, and last year accounted for close\u2026","rel":"","context":"In \"China\"","block_context":{"text":"China","link":"https:\/\/climatescience.press\/?tag=china"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2023\/10\/0mfrack_realistic_photo_of_future_of_EV_55b41576-f7aa-40d7-ba28-0dbc33178df0.jpeg?fit=1200%2C673&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2023\/10\/0mfrack_realistic_photo_of_future_of_EV_55b41576-f7aa-40d7-ba28-0dbc33178df0.jpeg?fit=1200%2C673&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2023\/10\/0mfrack_realistic_photo_of_future_of_EV_55b41576-f7aa-40d7-ba28-0dbc33178df0.jpeg?fit=1200%2C673&ssl=1&resize=525%2C300 1.5x, 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